See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $64,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,833 | $42,886-16.4% | $88,946-59.7% | $85,563-58.1% |
| Participation rate | 36.3% | 37.9%-1.6pp | 68.8%-32.5pp | 66.0%-29.7pp |
| Annual return | 19.47% | 44.56%-25.1pp | 57.82%-38.4pp | 31.51%-12.0pp |
| Employer contribution / active EE | $988 | $1,147-13.9% | $2,555-61.3% | $2,654-62.8% |
| Participant deferral / active EE | $2,486 | $2,108+18.0% | $4,581-45.7% | $4,375-43.2% |
| Admin fee / account holder | $190 | $2,263-91.6% | $8,261-97.7% | $834-77.3% |